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Liberty All-Star Equity Fund shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $32k 5.0k 6.41
2023-09-30 $30k 5.0k 6.01
2023-06-30 $32k 5.0k 6.41
2023-03-31 $31k 5.0k 6.21
2022-12-31 $28k 5.0k 5.61
2022-09-30 $28k 5.0k 5.61
2022-06-30 $26k 4.2k 6.23
2022-03-31 $28k 3.5k 8.04
2021-12-31 $26k 3.1k 8.31
2021-09-30 $27k 3.1k 8.63
2021-06-30 $18k 2.0k 9.00
2021-03-31 $15k 2.0k 7.50
2020-12-31 $14k 2.0k 7.00